Report post Oct 21, 2021 CHINA: Power shortages lead to durable market reforms Severe power rationing has led to significant long-term reforms to China’s electricity pricing system that go beyond emergency stop-gap measures. Under the new system, Gabriel Wildau Teneo
Report post Oct 21, 2021 Sri Lanka: Facing an economic crisis – but IMF is not an option (for now) Low revenue from tourism, plummeting foreign remittances and legacy debts from the sovereign bond market are pushing Sri Lanka in the general direction of Aditi Phadnis Teneo
Report post Oct 21, 2021 MYANMAR: What ASEAN’s exclusion of the junta means In an uncharacteristic rebuke, the Association of Southeast Asian Nations (ASEAN) this week barred coup and junta leader Gen Min Aung Hlaing — chair Bob Herrera-Lim Teneo
Report post Oct 20, 2021 JAPAN: TINA, turnout, and structural advantages make LDP the best electoral bet Mistrust of the opposition, down-trending turnouts, and structural advantages in the electoral system all help make the LDP a safe bet in the 31 James Brady Teneo
Report post Oct 19, 2021 SOUTH KOREA: On regional foreign policy, Seoul approaches a fork in the road Kim Jong-un’s recent overtures are designed to drive wedges between South Korea and the US and between progressives and conservatives domestically; they speak to Victor Cha Teneo
Report post Oct 19, 2021 PHILIPPINES: Sara Duterte may really be out of the running The probability that Sara Duterte may not run for the presidency has increased. The nominal beneficiary is Ferdinand Marcos, Jr., the son of the Bob Herrera-Lim Teneo
Report post Oct 19, 2021 CHINA: ‘Common prosperity’ is more reform than revolution A newly published speech by President Xi Jinping and a pilot project in Zhejiang province are important signals about the Communist Party’s “common prosperity” Gabriel Wildau Teneo
Report post Oct 14, 2021 JAPAN: Spend-and-defend manifesto continues LDP’s buy now, pay later approach The ruling LDP’s Lower House election manifesto contains new policy emphases in several areas including the economy, health crisis response, and energy, but omits James Brady Teneo
Report post Oct 14, 2021 SOUTHEAST ASIA: Reopening to tourists, plus some vaccine hesitancy Across much of the region, countries are accelerating their plans to reopen their economies to foreign tourists. Several factors — but primarily rising rates Bob Herrera-Lim Teneo
Report post Oct 13, 2021 CHINA: “Negative list” may force private capital to divest from news media China’s state planning agency updated its Market Entry Negative List with what appear to be tighter restrictions on private investment in news media and Gabriel Wildau Teneo
